Matthew serves as Managing Director & Partner for Bison Wealth. In his role, he proactively advises his clients on investment strategies, estate planning, and retirement planning to help build custom wealth plans to achieve their long-term goals.
With Matthew’s deep background in investment management, he utilizes a diverse, comprehensive mix of products and solutions to help meet each client’s unique situation.
Before joining Bison Wealth, Matthew served as SVP & Senior Portfolio Strategist for Key Private Bank and its predecessors for the last 22 years. Prior to joining Key, Matthew served as a Portfolio Manager for First Niagara Bank, Private Client Services, where he was responsible for providing investment and financial planning solutions to individuals, families, institutions, and non-profits.
Matthew earned a Bachelor of Science degree in Finance from Pennsylvania State University with a minor in Economics. He also holds the Certified Financial Planner (CFP®) designation. He lives in Pottstown, PA with his wife and two daughters. Matthew is active in the local youth soccer association where he has been coaching his daughter’s team for the last five seasons. When not coaching, Matthew enjoys playing pickleball and tennis.